Lido Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $116M | Sell |
682,729
-54,447
| -7% | -$7.95M | 0.35% | 42 |
|
|
2025
Q4 | $84.2M | Buy |
737,176
+10,501
| +1% | +$1.22M | 0.25% | 61 |
|
|
2025
Q3 | $81.9M | Buy |
726,675
+119,758
| +20% | +$13.3M | 0.26% | 57 |
|
|
2025
Q2 | $65.4M | Sell |
606,917
-18,123
| -3% | -$1.94M | 0.25% | 59 |
|
|
2025
Q1 | $74.3M | Buy |
625,040
+164,563
| +36% | +$18.2M | 0.33% | 42 |
|
|
2024
Q4 | $49.5M | Buy |
460,477
+49,394
| +12% | +$5.78M | 0.23% | 57 |
|
|
2024
Q3 | $48.2M | Buy |
411,083
+8,871
| +2% | +$1.02M | 0.24% | 44 |
|
|
2024
Q2 | $46.3M | Buy |
402,212
+64,799
| +19% | +$7.55M | 0.26% | 41 |
|
|
2024
Q1 | $39.2M | Buy |
337,413
+6,167
| +2% | +$645K | 0.23% | 47 |
|
|
2023
Q4 | $33.1M | Buy |
331,246
+42,056
| +15% | +$4.42M | 0.22% | 47 |
|
|
2023
Q3 | $34M | Sell |
289,190
-69,268
| -19% | -$7.6M | 0.26% | 44 |
|
|
2023
Q2 | $38.4M | Buy |
358,458
+86,005
| +32% | +$9.38M | 0.27% | 37 |
|
|
2023
Q1 | $29.9M | Sell |
272,453
-38,372
| -12% | -$4.24M | 0.29% | 44 |
|
|
2022
Q4 | $34.3M | Buy |
310,825
+32,083
| +12% | +$3.44M | 0.42% | 27 |
|
|
2022
Q3 | $24.3M | Buy |
278,742
+34,876
| +14% | +$3.18M | 0.31% | 36 |
|
|
2022
Q2 | $20.9M | Buy |
243,866
+57,649
| +31% | +$5.2M | 0.28% | 43 |
|
|
2022
Q1 | $15.4M | Buy |
186,217
+21,675
| +13% | +$1.68M | 0.17% | 70 |
|
|
2021
Q4 | $10.1M | Buy |
164,542
+11,982
| +8% | +$749K | 0.11% | 96 |
|
|
2021
Q3 | $8.97M | Buy |
152,560
+5,626
| +4% | +$321K | 0.13% | 93 |
|
|
2021
Q2 | $9.27M | Buy |
146,934
+6,789
| +5% | +$405K | 0.13% | 98 |
|
|
2021
Q1 | $7.82M | Buy |
140,145
+24,280
| +21% | +$1.27M | 0.13% | 102 |
|
|
2020
Q4 | $4.78M | Buy |
115,865
+30,201
| +35% | +$1.13M | 0.1% | 123 |
|
|
2020
Q3 | $2.94M | Buy |
85,664
+13,508
| +19% | +$552K | 0.08% | 135 |
|
|
2020
Q2 | $3.23M | Buy |
72,156
+4,528
| +7% | +$203K | 0.1% | 121 |
|
|
2020
Q1 | $2.57M | Buy |
67,628
+462
| +0.7% | +$25.5K | 0.11% | 116 |
|
|
2019
Q4 | $4.69M | Buy |
67,166
+4,814
| +8% | +$333K | 0.19% | 82 |
|
|
2019
Q3 | $4.4M | Buy |
62,352
+25,848
| +71% | +$1.87M | 0.22% | 68 |
|
|
2019
Q2 | $2.8M | Sell |
36,504
-7,046
| -16% | -$545K | 0.16% | 88 |
|
|
2019
Q1 | $3.52M | Buy |
43,550
+11,790
| +37% | +$899K | 0.23% | 67 |
|
|
2018
Q4 | $2.17M | Buy |
31,760
+507
| +2% | +$39.8K | 0.21% | 74 |
|
|
2018
Q3 | $2.66M | Buy |
31,253
+3,328
| +12% | +$272K | 0.26% | 65 |
|
|
2018
Q2 | $2.31M | Sell |
27,925
-1,485
| -5% | -$118K | 0.27% | 59 |
|
|
2018
Q1 | $2.19M | Buy |
29,410
+3,834
| +15% | +$306K | 0.3% | 53 |
|
|
2017
Q4 | $2.14M | Buy |
25,576
+903
| +4% | +$74.7K | 0.3% | 50 |
|
|
2017
Q3 | $2.06M | Sell |
24,673
-2,150
| -8% | -$171K | 0.33% | 47 |
|
|
2017
Q2 | $2.17M | Sell |
26,823
-30
| -0.1% | -$2.46K | 0.45% | 30 |
|
|
2017
Q1 | $2.23M | Sell |
26,853
-1,042
| -4% | -$87.1K | 0.62% | 28 |
|
|
2016
Q4 | $2.52M | Buy |
27,895
+9,886
| +55% | +$864K | 0.62% | 17 |
|
|
2016
Q3 | $1.57M | Buy |
18,009
+1,398
| +8% | +$124K | 0.48% | 16 |
|
|
2016
Q2 | $1.56M | Buy |
16,611
+954
| +6% | +$84.4K | 0.48% | 16 |
|
|
2016
Q1 | $1.31M | Buy |
+15,657
| New | +$1.25M | 0.44% | 16 |
|
Other funds holding XOM
VCM
VPM
Lido Advisors's XOM Position: Q1 2026 in Review
Lido Advisors reduced its ExxonMobil (XOM) stake by 7.4% in Q1 2026, selling an estimated $7.95M and leaving 682,729 shares worth $116M. The position accounts for 0.35% of the portfolio, ranked #42.
Lido Advisors first reported a position in XOM in Q1 2016 and has held it in 41 quarters since. 4,767 funds tracked by Wall St. Rank hold XOM as of Q1 2026.
- Lido Advisors held 682,729 shares of ExxonMobil worth $116M as of Q1 2026.
- Lido Advisors sold 54,447 ExxonMobil shares in Q1 2026, an estimated $7.95M.
- ExxonMobil made up 0.35% of Lido Advisors's portfolio in Q1 2026, its #42 holding.
- Lido Advisors first reported a position in ExxonMobil in Q1 2016 and has held it in 41 quarters since.
- 4,767 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.